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iShares Dow Jones US Financial shares owned by Nvest Financial

Quarter-by-quarter ownership of iShares Dow Jones US Financial (IYF) shares owned by Nvest Financial from 13F filings

Historical chart of Nvest Financial investment in iShares Dow Jones US Financial

Tip: Access up to 7 years of quarterly data

All positions including iShares Dow Jones US Financial held by Nvest Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Dow Jones US Financial by Nvest Financial

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.5M 20k 128.93
2025-09-30 $1.7M 13k 126.64
2025-06-30 $1.9M 16k 120.99

More positions owned by Nvest Financial

Ishares Tr Rus 1000 Grw Etf (IWF)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr S&p 500 Val Etf (IVE)
Alphabet Cap Stk Cl A (GOOGL)
NVIDIA Corporation (NVDA)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Wal-Mart Stores (WMT)
JPMorgan Chase & Co. (JPM)
Amazon (AMZN)
TJX Companies (TJX)
Microsoft Corporation (MSFT)
Etf Ser Solutions Defiance Quantum (QTUM)
Spdr Gold Tr Gold Shs (GLD)
Spdr Series Trust State Street Spd (SPYG)

View all positions for Nvest Financial

Top funds holding iShares Dow Jones US Financial

Dynasty Wealth Management
Fisher Investments
Phoenix Holdings
Sagespring Wealth Partners
Northwestern Mutual Wealth Management Company
Goldman Sachs Group
LPL Financial
Green Harvest Asset Management
BlackRock
Wells Fargo & Company
UBS Group
Steward Partners Investment Advisory
Jpmorgan Chase & Co
Two Sigma Investments
Royal Bank of Canada

View all funds holding iShares Dow Jones US Financial